These charts, updated in 2022, are graciously provided by Bob Keebler, CPA/PFS, except as noted below. They are exclusively available to PFP/PFS members.
Use this chart, provided by Bob Keebler to implement proven income tax planning strategies with your clients to minimize their tax bill.
Tax Asset Classes ChartCompare the tax efficiency and planning strategies for various tax asset classes with this helpful chart prepared by Bob Keebler.
The Top 10 Tax Planning Ideas for 2022This chart by Bob Keebler highlights the top tax ideas for 2022 along with presenting reasons to consider a Roth IRA Conversion.
Capital Gains Harvesting ChartThis chart from Bob Keebler helps practitioners determine if the time-sensitive strategy of harvesting gains makes sense for their clients.
Tax-Efficient Draw Down StrategiesThis chart provided by Bob Keebler covers key draw down concepts, strategies, and asset classes provided in an easy to reference document.
See various factors that impact marginal tax rates for your clients including AMT, LTCG, payroll taxes and more.
This chart by Bob Keebler gives an overview of generation skipping transfer tax issues, the usage of the Dynasty Trusts, and reviews automatic allocation rules.
Understanding the Net Investment Income Tax ChartUse this chart to understand the rules and planning strategies for the 3.8% Net investment Income Tax (NIIT).
Applying the 3.8% NIIT ChartBob Keebler explains the 3.8% Net Investment Income Tax (NIIT) for individuals, charitable remainder trusts, and charitable lead trusts in this chart.
IRA Distribution Flowchart – For deaths after 12-31-19Bob Keebler has shared this flowchart with PFP Section members to highlight traditional IRA distribution considerations.
Roth IRA Distribution Flowchart – For deaths which occur after 12/31/19Bob Keebler has made this flowchart available to PFP Section members to highlight Roth IRA distribution considerations.
Roth Quadrants Reference ChartThis informative chart from Bob Keebler covers 8 different tax and potential tax penalty aspects of Roth IRAs.
PFP Tax Bracket Management ChartThe Bracket Management Chart by Bob Keebler contains impactful bracket management ideas, checklists, tax brackets and illustrative examples.
The Roth Conversion Decision ChartThis chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA and gives important advisor considerations on the decision.
2022 Individual, Estate, and Gift Tax Cheat SheetIf you’re looking for a simple illustration that gives you all the important 2022 numbers in one easy to use document, this chart is for you.
Understanding §199A Qualified Business IncomeIf you’re looking for a tool to help with understanding § 199A Qualified Business Income, this chart is for you.
IRA Trust Client SummaryWith inherited IRA distributions now required to be paid out over ten years, you will want to consider whether the owner’s IRA should be payable to a trust.
Useful Estate and Trust Decision ChartsSteve Oshins provides four useful charts to help you help your clients plan including the domestic asset protection trust state rankings, dynasty trust state rankings, trust decanting state rankings, and the non-grantor trust state income tax chart.